RIAs: Under $100M AUM
12,990 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Stone Wall Financial
RIASan Antonio, TX
AUM $54.3MTEAM 1REPS 2
Valorem LLC
RIANew York, NY
AUM $54.3MTEAM 2REPS 2
Fire Wealth Management, LLC
RIAMayfield, KY
AUM $54.2MTEAM 2REPS 2
Rock Creek Advisors LLC
RIARapid City, SD
AUM $54.2MTEAM 2REPS 3
Simple Wealth LLC
RIALiberty Lake, WA
AUM $54.2MTEAM 2REPS 2
Mountain View Wealth Management LLC
RIAArlington, VA
AUM $54.2MTEAM 1REPS 1
Donnelly Investments
RIAAUM $54.2MTEAM 1REPS 1
Investment Growth Management, Inc
RIAAUM $54.2MTEAM 3REPS 3
Vantage Wealth Management LLC
RIAAUM $54.2MTEAM 1REPS 1
Fidela Wealth
RIACalabasas, CA
AUM $54.2MTEAM 1REPS 1
Tiedemann & Associates Investment Advisors, Inc.
RIAAUM $54.1MTEAM 2REPS 1
Two Centuries Investments, LLC
RIAAUM $54.1MTEAM 3REPS 2
Integrity Private Wealth Advisors, LLC
RIADallas, TX
AUM $54.1MTEAM 1REPS 1
My Financial Coach, LLC
RIAMidland, MI
AUM $54.1MTEAM 3REPS 3
Augulis Financial Firm, L.L.C.
RIAWarren, NJ
AUM $54.1MTEAM 2REPS 2
Wealthcare Solutions, LLC
RIARadnor, PA
AUM $54.1MTEAM 2REPS 2
MOK Financial Planning & Tax, Inc.
RIAMillis, MA
AUM $54MTEAM 1REPS 1
5 Talents Advisors, Inc
RIACameron Park, CA
AUM $54MTEAM 2REPS 2
Harrison Lazarus Advisors, Inc.
RIAAUM $54MTEAM 2REPS 5
Hermens Capital Management, Inc
RIAAUM $54MTEAM 1REPS 2
Peterson Wealth Management
RIAAUM $54MTEAM 1REPS 1
Elite Capital Services, LLC
RIAFolsom, CA
AUM $54MTEAM 2REPS 1
Uri Capital Management, LLC
RIAAUM $54MTEAM 1REPS 1
Sugden Wealth Management, LLC
RIADenver, CO
AUM $54MTEAM 1REPS 1
Other AUM ranges
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